Overview

We partner with CPA firms to provide financial services, retirement planning. We are looking add AUM through acquisition of books of business. We hope to connect with retiring advisors that would like a revenue stream into and through retirement that will trust us to serve their clients with respect and professionalism. We would love to be able to train young financial advisors in our methods, mission and values to help them launch into their profession with confidence.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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